WealthTrust Asset Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $269K | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $286K | Sell |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $241K | Sell |
|
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $424K | Buy |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $384K | Buy |
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|
2021
Q2 | $349K | Buy |
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